Diversified Healthcare Trust
DHC- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001075415
No open-market purchases or sales by Diversified Healthcare Trust insiders were filed in the last 90 days; 240 institutions reported holding it in 13F filings for Q2 2026, worth $1.91B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Diversified Healthcare Trust as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 204
- +2 vs. Q4 2024
- Shares held
- 183.0M
- +2.49M (+1.4%) vs. Q4 2024
- Total value
- $444.6M
- +$30.2M (+7.3%) vs. Q4 2024
- New holders
- 30
- 53 more added
- Sold out
- 28
- 67 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 240 | $1.91B |
| Q1 2026 | 232 | $1.32B |
| Q4 2025 | 219 | $921.1M |
| Q3 2025 | 204 | $807.6M |
| Q2 2025 | 197 | $648.5M |
| Q1 2025 | 204 | $444.6M |
| Q4 2024 | 205 | $416.2M |
| Q3 2024 | 194 | $752.2M |
| Q2 2024 | 191 | $541.7M |
| Q1 2024 | 186 | $443.8M |
| Q4 2023 | 179 | $680.8M |
| Q3 2023 | 177 | $344.3M |
| Q2 2023 | 160 | $395.3M |
| Q1 2023 | 172 | $244.4M |
| Q4 2022 | 182 | $115.6M |
| Q3 2022 | 220 | $191.6M |
| Q2 2022 | 243 | $359.6M |
| Q1 2022 | 239 | $628.5M |
| Q4 2021 | 236 | $603.7M |
| Q3 2021 | 224 | $633.7M |
| Q2 2021 | 223 | $788.4M |
| Q1 2021 | 226 | $905.6M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Diversified Healthcare Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 40,655 | $97.6K | 0.00% | +20,443+101.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,340 | $96.8K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 40,000 | $96.0K | 0.00% | +40,000 | New |
| Abacus Planning Group, Inc. | 38,461 | $92.3K | 0.02% | +38,461 | New |
| Ameriprise Financial Inc | 35,692 | $85.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 34,229 | $82.2K | 0.01% | −23,025−40.2% | Reduced |
| Pictet Asset Management Holding SA | 34,147 | $82.0K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 33,892 | $81.3K | 0.00% | +18,047+113.9% | Added |
| JustInvest LLC | 33,671 | $80.8K | 0.00% | +266+0.8% | Added |
| KLP Kapitalforvaltning AS | 32,900 | $79.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,647 | $78.4K | 0.00% | −3,189−8.9% | Reduced |
| Gould Capital, LLC | 31,078 | $74.6K | 0.05% | +115+0.4% | Added |
| Creative Planning | 31,073 | $74.6K | 0.00% | −10,428−25.1% | Reduced |
| First Trust Advisors LP | 29,701 | $71.3K | 0.00% | −3,905−11.6% | Reduced |
| Ethic Inc. | 26,990 | $66.7K | 0.00% | +1,139+4.4% | Added |
| Metis Global Partners, LLC | 27,523 | $66.1K | 0.00% | +3,913+16.6% | Added |
| HSBC Holdings PLC | 25,474 | $62.8K | 0.00% | −166−0.6% | Reduced |
| Victory Capital Management Inc | 26,128 | $62.7K | 0.00% | −605−2.3% | Reduced |
| Teacher Retirement System of Texas | 24,686 | $59.2K | 0.00% | +24,686 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,775 | $57.1K | 0.00% | −26,842−53.0% | Reduced |
| Ameritas Investment Partners, Inc. | 23,576 | $56.6K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 23,143 | $55.5K | 0.05% | −500−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 22,417 | $54.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 22,293 | $53.5K | 0.00% | +241+1.1% | Added |
| Pensionfund Sabic | 20,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 18,982 | $45.6K | 0.00% | +150+0.8% | Added |
| Ground Swell Capital, LLC | 18,596 | $44.6K | 0.10% | +18,596 | New |
| Onyx Bridge Wealth Group LLC | 18,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 18,174 | $43.6K | 0.01% | +13,588+296.3% | Added |
| Chicago Partners Investment Group LLC | 14,034 | $41.0K | 0.00% | +14,034 | New |
| Nissay Asset Management Corp | 16,732 | $40.2K | 0.00% | +1,047+6.7% | Added |
| Verition Fund Management LLC | 16,700 | $40.1K | 0.00% | −11,101−39.9% | Reduced |
| Xponance, Inc. | 16,199 | $38.9K | 0.00% | +566+3.6% | Added |
| Mackenzie Financial Corp | 15,549 | $37.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,819 | $35.6K | 0.00% | −123,266−89.3% | Reduced |
| Cetera Investment Advisers | 14,747 | $35.4K | 0.00% | +14,747 | New |
| BNP Paribas Arbitrage, SA | 14,721 | $35.3K | 0.00% | −13,713−48.2% | Reduced |
| Principal Financial Group Inc | 14,624 | $35.1K | 0.00% | +2,531+20.9% | Added |
| Neuberger Berman Group LLC | 14,367 | $34.5K | 0.00% | −3,158−18.0% | Reduced |
| Coldstream Capital Management Inc | 13,815 | $33.2K | 0.00% | −1,879−12.0% | Reduced |
| Engineers Gate Manager LP | 13,378 | $32.1K | 0.00% | −24,320−64.5% | Reduced |
| Brevan Howard Capital Management LP | 12,993 | $31.2K | 0.00% | +12,993 | New |
| CI Private Wealth, LLC | 12,581 | $30.2K | 0.00% | −400−3.1% | Reduced |
| Jain Global LLC | 12,100 | $29.0K | 0.00% | +12,100 | New |
| Mariner, LLC | 11,970 | $28.7K | 0.00% | +11,970 | New |
| Old Port Advisors | 11,713 | $28.1K | 0.01% | −59−0.5% | Reduced |
| Sanctuary Advisors, LLC | 11,637 | $27.9K | 0.00% | +11,637 | New |
| Verum Partners LLC | 11,401 | $27.4K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 10,700 | $25.7K | 0.00% | +10,700 | New |
| Ellevest, Inc. | 10,620 | $25.5K | 0.00% | +10,620 | New |
| Norinchukin Bank, The | 10,009 | $24.0K | 0.00% | +10,009 | New |
| Atria Wealth Solutions, Inc. | 10,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,170 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,452 | $17.9K | 0.00% | −320−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 7,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,314 | $12.8K | 0.00% | +2,116+66.2% | Added |
| Simplex Trading, LLC | 5,030 | $12.0K | 0.00% | +5,030 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,562 | $11.3K | 0.00% | −137−2.9% | Reduced |
| Farther Finance Advisors, LLC | 3,774 | $9.32K | 0.00% | +3,727+7,929.8% | Added |
| Sterling Capital Management LLC | 3,769 | $9.05K | 0.00% | −3,227−46.1% | Reduced |
| CWM, LLC | 3,127 | $8.00K | 0.00% | +1,098+54.1% | Added |
| Quadrant Capital Group LLC | 3,267 | $7.84K | 0.00% | +218+7.1% | Added |
| GF Fund Management Co. Ltd. | 3,159 | $7.58K | 0.00% | +123+4.1% | Added |
| Advisor Group Holdings, Inc. | 2,970 | $7.13K | 0.00% | −2,032−40.6% | Reduced |
| GAMMA Investing LLC | 2,665 | $6.40K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,864 | $4.47K | 0.00% | +1,864 | New |
| Harbor Capital Advisors, Inc. | 1,873 | $4.00K | 0.00% | −263−12.3% | Reduced |
| Smartleaf Asset Management LLC | 1,128 | $2.79K | 0.00% | +882+358.5% | Added |
| Comerica Bank | 1,023 | $2.46K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 966 | $2.32K | 0.00% | −1,806−65.2% | Reduced |
| Parallel Advisors, LLC | 948 | $2.27K | 0.00% | +447+89.2% | Added |
| Lindbrook Capital, LLC | 909 | $2.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 850 | $2.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $1.73K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 511 | $1.00K | 0.00% | +166+48.1% | Added |
| Rothschild Investment LLC | 395 | $948 | 0.00% | +200+102.6% | Added |
| AdvisorNet Financial, Inc | 350 | $840 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $720 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $720 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 294 | $706 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 285 | $684 | 0.00% | +285 | New |
| The PNC Financial Services Group, Inc. | 255 | $612 | 0.00% | +255 | New |
| Sound Income Strategies, LLC | 245 | $587 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 207 | $497 | 0.00% | −7−3.3% | Reduced |
| Rialto Wealth Management, LLC | 204 | $490 | 0.00% | +204 | New |
| Glen Eagle Advisors, LLC | 200 | $480 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 155 | $372 | 0.00% | +155 | New |
| Newbridge Financial Services Group, Inc. | 152 | $365 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 92 | $221 | 0.00% | +92 | New |
| City State Bank | 50 | $120 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 49 | $118 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 40 | $96 | 0.00% | −8−16.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 36 | $86 | 0.00% | +17+89.5% | Added |
| West Branch Capital LLC | 33 | $80 | 0.00% | +33 | New |
| TD Waterhouse Canada Inc. | 25 | $62 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $58 | 0.00% | +24 | New |
| Steward Partners Investment Advisory, LLC | 20 | $48 | 0.00% | −230−92.0% | Reduced |
| Dunhill Financial, LLC | 12 | $28 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $24 | 0.00% | −2,020−99.5% | Reduced |